Archive for Category: Award

Dear Clients and Friends, We thought we should share a few bits of news with you: Multiple Awards We just learned that ACQ5 (Acquisition Finance Magazine) has named Marlin & Associates US Boutique Investment Banking Firm of the Year, as well as US TMT Advisory Firm of the Year. Additionally they named a transaction on which we advised – the $34 million (USD) growth equity financing of Tier1CRM by Wavecrest Growth Partners, Salesforce Ventures, and MassMutual Ventures as the US Small Tech Fund Raising Deal-of-the-Year. They also named me as the US Game Changer of the Year. It was quite…

For the fifth year in a row, Institutional Investor has named Ken Marlin as one of the most influential people in fintech finance. Marlin wrote in his 2016 book, The Marine Corps Way to Win on Wall Street, that “successful deals come about as a result of disciplined planning, preparation, and execution — not luck,” and he considers that a guiding principle of Marlin & Associates, the New York–based boutique investment bank he formed in 2002. He reflects, however, on how chance occurrences caused him to change a plan that would have put him on the 106th floor of the…

Pleased to announce that this week, The M&A Advisor, a conference producer and newsletter publisher serving the middle-market finance industry, recognized us as the winner of the “Professional Services (B-to-B) Deal of the Year Award” (Over $100MM) for advising BillingTree, the leading provider of integrated payment solutions to the healthcare and financial services industries in a majority recapitalization led by Parthenon Capital Partners in partnership with BillingTree’s senior management team. We are always pleased when our hard work is recognized by our peers. Please find more of our awards here.

Dear Clients and Friends, Please click here for our September 2017 Fintech Market Update. Our latest Fintech m&a report can be found here – and it highlights m&a trends and transactions in the seven segments of the Fintech world that we follow, and sometimes lead. One of those trends is the rapid elimination of physical money in all segments – around the world: Banking, Capital Markets, Insurance, Retail as well as B2B Commerce and so many others. It’s happening at a pace few predicted a few short years ago, and in places few would have imagined: Brazil, China, India, Sweden, South…

It’s a busy time for fintech dealmakers. Not only are people investing in disruptive fintech companies in the US and the UK, but entrepreneurs with new approaches in China, Germany, Sweden, Singapore, India and a dozen other countries are also seeing massive action. We’ve always taken a global approach to advising clients and this week we were pleased that the M&A Advisor named us as the Boutique Investment Bank of the Year at their 8th Annual International M&A Awards fete.